Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$577K Buy
644
+80
+14% +$71.6K 0.19% 121
2025
Q1
$383K Sell
564
-101
-15% -$68.6K 0.15% 141
2024
Q4
$419K Buy
665
+93
+16% +$58.6K 0.19% 103
2024
Q3
$443K Buy
572
+84
+17% +$65K 0.23% 85
2024
Q2
$402K Buy
488
+139
+40% +$115K 0.24% 75
2024
Q1
$244K Buy
+349
New +$244K 0.18% 104